What are active and
passive funds?

Video


Did you find this video interesting? Read our blog post on active and passive funds here and learn more about which investment management style may be better suited to your financial objectives.

You should always seek professional advice before any course of action. Investments can go down as well as up. Positive performance is not guaranteed.

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Pension transfers skyrocket

Pension transfers skyrocket

Story 20/06/18

2017 saw a dramatic increase in transfers out of defined pension schemes, stemming from a variety of factors. A transfer may not always be suitable but it's nearly always permanent; ensure you're making the right decision.

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Can a revised tax system re-balance intergenerational fairness?

Can a revised tax system re-balance intergenerational fairness?

Story 15/06/18

Baby boomers have the advantage in areas such as home ownership, personal debt and pension wealth, a new report has found, and it recommends a radical overhaul of the UK tax system to help resolve the issues.

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Tax return: acting early could save you time and money

Tax return: acting early could save you time and money

Story 04/06/18

In 2016/17, almost 750,000 people potentially faced penalty for missing the annual deadline for submitting their tax return. Thinking about it early could make things easier in the future.

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